DSP Short Term Fund - Direct (IDCW) - Mutual Fund Analysis | Complete Fund Review with Performance, Portfolio, and Risk Analysis
Comprehensive analysis of DSP Short Term Fund - Direct (IDCW) (17003) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
DSP Short Term Fund - Direct (IDCW)
DSP Investment Managers Private Ltd
To seek to generate returns commensurate with risk from a portfolio constituted of money market securities and debt securities.
Fund Health Radar
A comprehensive at-a-glance view of key mutual fund health indicatorsHover or click any card to view detailed metrics
Performance
Moderate Returns
Risk
Moderate Risk
Expenses
Low Expense Ratio
Portfolio Mix
Debt Focused
Management
Experienced Team
Quality Score
Average Quality
DSP Short Term Fund - Direct (IDCW) - NAV History (1Y)
Showing 1Y NAV history
Performance across different time periods
Neutral Entry Point
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Neutral Entry Point
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Key Factors Analysis
Alpha Generation
Outperformance vs benchmark
Management Stability
Fund manager experience
1-Year Returns
Recent performance momentum
Cost Efficiency
Fund management costs
Risk Assessment
Risk-adjusted returns
Long-term Track Record
Historical performance consistency
Fund Size
Assets under management
Equity Exposure
Market exposure level
Investment Timing Insights
See how your money can grow and compare with popular investment options
Your Investment
Compare With Popular Options
Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
Risk Metrics (3 Years)
Risk Level
| Company | Industry | % Assets |
|---|---|---|
| GSEC2033 | Govt. Securities | 11.63% |
| GSEC2035 | Govt. Securities | 10.37% |
| N A B A R D | Debt Others | 9.41% |
| Bajaj Finance Ltd | Finance - Large | 6.67% |
| Power Finance Corporation Ltd | Finance - Term-Lending Institutions | 6.63% |
| S I D B I | Debt Others | 6.13% |
| REC Ltd | Finance - Term-Lending Institutions | 4.99% |
| Gujarat 2031 7.01 | Govt. Securities | 4.59% |
| Gsec2029 | Govt. Securities | 4.48% |
| GSEC2034 | Govt. Securities | 4.28% |
Compare against Short Duration Fund category average
Performance Summary
This comparison shows how the fund performs relative to the Short Duration Fund category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Short Duration Fund category
DSP Short Term Fund - Direct (IDCW) vs Category Average
Similar Funds Comparison
| Fund Name | NAV | 6M | 1Y | 3Y |
|---|---|---|---|---|
| Invesco India Short Duration Fund - Direct (G) | ₹4024.90 | 4.71% | 8.59% | 7.67% |
| Invesco India Short Duration Fund (G) | ₹3638.85 | 4.35% | 7.89% | 7.02% |
| Invesco India Short Duration Fund - Plan B (G) | ₹3618.90 | 4.28% | 7.73% | 6.96% |
| Invesco India Short Duration Fund - Direct (Disc) | ₹2839.57 | 4.71% | 8.59% | 7.67% |
| Invesco India Short Duration Fund (Discretionary) | ₹2714.42 | 4.35% | 7.89% | 7.02% |
| Invesco India Short Duration Fund - Direct (IDCW-M) | ₹2648.54 | 4.71% | 8.59% | 7.67% |
| Groww Short Duration Fund - Direct (G) | ₹2443.93 | 4.85% | 8.61% | 7.50% |
| Invesco India Short Duration Fund - Plan B (IDCW-M) | ₹2371.04 | 4.34% | 7.81% | 6.91% |
| Groww Short Duration Fund (G) | ₹2124.59 | 4.48% | 7.59% | 6.37% |
| TRUSTMF Short Duration Fund - Direct (G) | ₹1303.24 | 4.73% | 8.53% | 7.46% |
Category Average Returns
Karan Mundhara
A seasoned investment professional with over 13 years of experience in equity research and fund management. Known for consistent performance and a disciplined investment approach focused on quality growth stocks.